How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Social and sustainable infrastructure
Included
Sustainable water
Included
High scoring ESG companies
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Genetic engineering
Mostly avoided
Pornography
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
Environment
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Social and sustainable infrastructure
Included
Sustainable water
Included
High scoring ESG companies
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Genetic engineering
Mostly avoided
Pornography
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
Our mission is to generate individual wealth and collective well- being by investing ethically. Our Ethical Investment Policy explains our ethical focus. This is available on the offer register at https://discloseregister.companiesoffice.govt.nz/ or www.pathfinder.kiwi/documents-and-forms
How we invest ethically: firstly, seek to avoid harm: to people, planet and animals. We do this via our exclusions, divestment and exceptions process when selecting and monitoring investments; Secondly, positive screening. This includes integrating ESG (environmental, social and governance) metrics in company reviews in accordance with our commitment under the UN Principles of Responsible Investment, and, seeking investment opportunities that reflect our positive investment themes like healthy planet, healthy living, deglobalization, digitalization and social license.
Description
The investment style is what the name suggests - a balanced approach. the Fund may suit if you have a medium or longer timeframe to invest, like 5+ years, or are not that comfortable with seeing dramatic ups and downs in your balance.
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
7
themes included
1
issues fully avoided
7
issues mostly avoided
0
issues partially avoided
Product Targets
Retail
Certified Since
2020
Last date certified
October 13, 2023
Primary RI Strategy
Negative Screening
Secondary RI Strategy
ESG Integration